Tag: Plan design

Saving for retirement and health care expenses was a priority for employees of all ages during the first half of 2014, a new report shows.

If one of your retirement plan participants wanted to establish a drawdown strategy for retirement income, could she assemble an appropriate strategy using the tools and resources available...

A study by Transamerica reveals positive news for retirement savings in America, but there’s still room for improvement.

Higher education institutions are continuing to improve their retirement programs, a survey finds.

Michael Woomer is among the chorus of retirement plan professionals telling plan sponsors that managing fiduciary risk is about having processes in place.

Sage Advisory Services and July Business Services launched a full-service packaged solution for cash balance plans.

Recordkeeping fees continue to include some element of revenue sharing for most defined contribution plans, according to NEPC’s Defined Contribution Plan & Fee Survey.

Another federal appeals court has ruled employers can eliminate retirement plan transfer provisions allowing employees to move assets from a defined contribution plan to a defined benefit plan.

 The U.S. Supreme Court’s decision to review parts of Tibble v. Edison International could have...

A new study finds many U.S. employers are replacing single, stand-alone investment options with multi-manager, “white-labeled” choices that can be easier for participants to use and understand.

Nationwide announced enhanced retirement plan services to help advisers be more efficient.

The U.S. retirement plan landscape has moved from a defined benefit (DB) to a defined contribution (DC) approach, and now it is moving to an “undefined” contribution system, one Treasury...

Defined contribution (DC) plan sponsors are already adopting defined benefit (DB) best practices in plan design, but plans could benefit from more DB-like investing and communication.

To let them choose or not to let them choose; that is the plan sponsor’s dilemma when it comes to participants and retirement plan investment options.

Retirement specialist advisers used to sell the idea of getting participants engaged, getting them to allocate their savings appropriately—but today advisers must take a different approach.

Plan advisers have a great deal more work to do on ensuring participant retirement readiness.

Global Financial Private Capital, an independent registered investment adviser (RIA), has integrated its retirement planning services platform with those of Aspire Financial Services and DWC ERISA Consultants.

Ever heard of a QDRIA? You might, if income solutions become an integral part of defined contribution (DC) plans.

The Guardian Insurance & Annuity Company, Inc. (GIAC) added 21 investment options to The Guardian Choice and The Guardian Advantage group retirement plan products.